CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effectively notify or remind sales representatives about necessary next steps. As a result, many times, leads that urgently need attention end up slipping through the cracks of our sales pipeline. ...read more
    • If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for the Perfect Prediction At the begining of Q2 I had a mission - prove that it was possible to make reliable predictions of accounts inside a pipeline. Let's face it, no one on the B2B, SaaS o ...read more
    • Our leads are inbound from multiple sources and I am trying to figure out what times seem to have the most leads so I can nail down better scheduling. Specifically, I want to know what days and hours of the day are busiest based on create date. ...read more
    • Hi everyone, Is there an AI/CGPT type plug-in that will answer questions about my internal Hubspot instance? e.g. can you tell me what the average deal age is for deals under $500? ...read more
    • Hello, I'm looking to create a report that shows the average percent, each day over a 7 day period, of leads who do have not yet become MQLs. For example, we'd be able to see, on average, the percent of total leads that have not yet converted on day 3 or day 5. I tried setting something up with a calculated property between "became a lead date" and a custom "today's date" property but wasn't having any luck. Let me know if this ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
10 upvotes
0 Reply
ASeidanova2 on July 24, 2024
Good Day, I have a question regarding the drop down select option in properties. I have a drop down property that I have at the company level for all my customers. I manually created the options in that drop down selection, however as I w read more
Top Contributor | Partner
July 24, 2024
Hey @ASeidanova2 You can edit properties , such as dropdown select and multiple checkboxes, to add or remove options Kindly follow the step...read more
NA4W on July 24, 2024
Hi everybody! We are a very small association with roughly 100 subscribers that pay an annual (or in some cases partial) subscription quote. What we would like to do is to track who is already member and then activate a reminder when we have to read more
0 upvote
0 Reply
Mat_Cal on July 24, 2024
Is it possible not to classify the leads according to which agent is in charge of them, but that they just come to some lists and the agents deal with them as they arrive, let's say I have a team that is in charge of leads and not a person, so that read more
Solved
KRoos on July 24, 2024
Hi All, the sales team has a lot of tasks, like acquisition tasks, follow-up tasks (like I've spoken to a client, he's interested, but wants me to call back in a couple of months), workflow tasks, tasks from deals (to follow-up on an offer). The read more
0 upvote
2 Replies
Participant
July 24, 2024
Hi @karstenkoehler I've wondered if you would be the one to respond, you're very quick, thank you 🙂 Thanks for this. I think working with ...read more
MSaliba5 on July 24, 2024
Hi, Is it possible to detect a property update using a Workflow in Hubspot? I need to get the Date of the Update, What was Updated and the User who updated the Property. The Property is a Custom Property with a multi-select dropdown. read more
0 upvote
1 Reply
Hall of Famer | Partner
July 24, 2024
Hi @MSaliba5 , It's currently not possible to see whether a property was edited by a user (vs a workflow, import, API etc) and it's also not p...read more
DLiprini on July 24, 2024
Hi guys I would like to remove hubspot tasks associated to a deal contact when the deal reaches a certage stage of the pipeline. For example, when a deal is started it creates a follow up task (though Zapier) when the deal moves to won/lost read more